NAN / CHU Group
801 10th Street
Modesto, CA 95354
209.578.2685
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As deeply experienced and passionate advocates for financial wellness, our team shares your priorities and wants to help you create a benefits experience that can help participants prepare for retirement and feel more prepared for their financial futures.
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Meet Our Team
Derek Nan,

CPFA™

Senior Vice President, Resident Director - Wealth Management Advisor
209.578.2685
Eric Chu,

CIMA®

First Vice President, Wealth Management Advisor
209.259.9280
Patty C Jacques,

CRPC™

Assistant Vice President, Wealth Management Associate
209.578.2668
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.